Interactive Brokers - XUS Value by Liam · TradeandTell
Interactive Brokers - XUS Value Portfolio by @liam
Concentrated Buy & hold Small caps
Jun 17 Since Jun 17 · verified ?
+33.0% +33.04% 52-wk 52-wk mix
9 10 38 42
52-week mix · quartiles of range, value-weighted
Bottom · 0–25% 9% 11 names GGR · 9939.HK · PTMEY · GRSD …
Lower-mid · 25–50% 10% 10 names 9022.JT · LNSR · SUNB.L · FLEX …
Upper-mid · 50–75% 38% 7 names TAL.TO · 8002.JT · 6533.TW · 4938.TW …
Over this period · Portfolio vs
S&P 500 (+30.7 pts ahead)
Range +33.04%
For informational purposes only. Not investment advice. Past performance does not guarantee future results. Learn more . Performance Reconstructing the story…
Holdings Moves Events Income & events Valuations Discussion
Power rankings · updated 1mo ago
Filter holdings by asset class All (37) Stocks (37) Options (0) Shorts (0) Crypto (0)
Report a bug US +0.2%
EU −1.4%
JP +1.4%
CN +0.1%
EM +0.4%
Top · 75–100%
42%
6 names
DDI · 8053.JT · 2357.TW · ONT.L …
Tilting toward winners — 42% of the book sits in the top quartile of its range vs the 25% balance point. Worth asking which winners have quietly become comfort holds.
000921 +4.4%
TAL.TO +26.1%
DDI +11.4%
8053.JT +0.6%
8002.JT +0.5%
9022.JT -0.8%
LNSR +23.3%
2357.TW +36.9%
GGR -3.8%
9939.HK -1.6%
6533.TW +40.9%
PTMEY -8.4%
ONT.L +40.5%
4938.TW +11.5%
PTAL.L +23.5%
GRSD -5.3%
2385.TW +3.9%
TRN.L -4.6%
ADYEN.AS +6.6%
RSX +1720.1%
AUTO -97.1%
SUNB.L +9655.3%
FLEX -26.0%
RSXJ
LIT
AES
Performance The whole story, broker-verified — flags mark what actually happened
since Jun 2026
◆ Verified start · Jun 2026 ▲ +25% crossed ▼ -11.1% drawdown Jun 2026–Sep 2026 · +48.1% to the first peak.
Sep 2026–Sep 2026 · -11.1% peak to trough.
Sep 2026 → now · +1.0% off the low.
tracked books · trailing month
CAGR +224.7% Sharpe 2.39 Beta · SPX — Max drawdown -10.3%
